# OPEN INVEST CO.

OPEN INVEST CO. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 269997
- Type: SEC-registered investment adviser
- SEC file number: 801-105481
- Location: ONE MARKET STREET, 36TH FLOOR, SAN FRANCISCO, CA, 94105
- Phone: 855-466-6545
- Latest filing: 2021-09-16
- Regulatory AUM: $21.5M
- Discretionary AUM: $21.5M
- Clients: 34
- Accounts: 2

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Morris William](https://search.stillhousedata.com/person/280315) | MANAGING MEMBER OF THE GENERAL PARTNER | Corryton, TN |
| [CAMACHO MICHAEL ALAN](https://search.stillhousedata.com/person/752459) | DIRECTOR AND PRESIDENT | — |
| [MURRAY CONOR M](https://search.stillhousedata.com/person/828882) | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| [WEI PHILLIP](https://search.stillhousedata.com/person/828883) | CHIEF TECHNOLOGY OFFICER; SECRETARY TO BOARD OF DIRECTORS | — |
| [LEVIN JOSHUA](https://search.stillhousedata.com/person/855099) | CHIEF STRATEGY OFFICER | — |
| [LYON ALEXANDRA](https://search.stillhousedata.com/person/859821) | CHIEF COMPLIANCE OFFICER | — |
| [LYON ALEXANDRA EMMA](https://search.stillhousedata.com/person/866716) | CHIEF COMPLIANCE OFFICER | — |
| [ISSAR MONICA NMN](https://search.stillhousedata.com/person/866717) | DIRECTOR AND MANAGING DIRECTOR | — |
| [ALTAHAWI OMAR FAROUK](https://search.stillhousedata.com/person/866718) | TREASURER | — |
| [HOUSE ANDREW CHRISTOPHER](https://search.stillhousedata.com/person/866719) | SECRETARY | — |
| [SKILTON JEFFREY ROBERT](https://search.stillhousedata.com/person/866720) | CONTROLLER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/269997/brochure
- Similar advisers: https://search.stillhousedata.com/firm/269997/similar
- Related entities: https://search.stillhousedata.com/firm/269997/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/269997

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.